Filed May 20, 2019
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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,246 | $101,499+151.5% | $147,005+73.6% | $74,546+242.4% |
| Participation rate | 94.8% | 75.5%+19.3pp | 82.2%+12.7pp | 67.2%+27.6pp |
| Annual return | -6.21% | 8732.34%-8738.6pp | 418.76%-425.0pp | 1366.03%-1372.2pp |
| Employer contribution / active EE | $15,998 | $3,811+319.8% | $4,934+224.2% | $2,624+509.6% |
| Participant deferral / active EE | $0 | $7,304-100.0% | $8,070-100.0% | $4,347-100.0% |
| Admin fee / account holder | $0 | $1,748-100.0% | $13,006-100.0% | $1,944-100.0% |